|
1
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$34M
|
-$5.3M
|
-105,190
|
-14%
|
|
|
2
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$17.3M
|
-$1.7M
|
-33,808
|
-9%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
+$297K
|
+5,900
|
+2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$16.4M
|
+$13M
|
+258,205
|
+455%
|
|
|
5
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$11.3M
|
+$2.99M
|
+59,322
|
+37%
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
$10.7M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$7.09M
|
+$4.71M
|
+93,394
|
+216%
|
|
|
8
|
|
$6.51M
|
–
|
–
|
–
|
|
|
9
|
Disciplina Capital Management
Nashville,
Tennessee
|
$5.75M
|
+$251K
|
+4,984
|
+5%
|
|
|
10
|
FDx Advisors
Chicago,
Illinois
|
$3.9M
|
-$1.06M
|
-20,946
|
-22%
|
|
|
11
|
Horizons Wealth Management
Asheville,
North Carolina
|
$3.56M
|
+$177K
|
+3,508
|
+5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.2M
|
-$17.4M
|
-345,868
|
-85%
|
|
|
13
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.95M
|
+$2.36M
|
+46,735
|
+460%
|
|
|
14
|
WJ Wealth Management
Glendale,
Arizona
|
$2.33M
|
+$2.26M
|
+44,849
|
New
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$2.12M
|
+$122K
|
+2,418
|
+6%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$1.76M
|
-$28.2K
|
-560
|
-2%
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.33M
|
+$164K
|
+3,246
|
+14%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$1.26M
|
+$618K
|
+12,255
|
+101%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.13M
|
+$27.5K
|
+545
|
+3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$997K
|
-$205K
|
-4,067
|
-17%
|
|
|
21
|
Silver Oak Securities
Jackson,
Tennessee
|
$982K
|
+$1.31K
|
+26
|
+0.1%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$933K
|
-$8.57K
|
-170
|
-0.9%
|
|
|
23
|
Lake Street Private Wealth
Chicago,
Illinois
|
$764K
|
–
|
–
|
–
|
|
|
24
|
Hollencrest Capital Management
Newport Beach,
California
|
$637K
|
-$56.4K
|
-1,118
|
-8%
|
|
|
25
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$637K
|
-$56.4K
|
-1,118
|
-8%
|
|
